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About The Firm
Financial Moxie
Financial Management

 

2945 Townsgate Road., Suite 200
Westlake Village, CA 91362-5866

Financial Moxie is an exceptional  independent financial services firm that helps women in transition, families, and small business achieve financial self-confidence by providing essential retirement, investment, insurance, estate, and financial planning solutions.

About Kristen Hafner

Kristen Hafner is the founder, president, and top financial planner for women of Financial Moxie. She is dedicated to developing trustworthy relationships and uses her 14 years of financial industry experience to create comprehensive strategies for her clients. Kristen earned a bachelor’s degree in Spanish as well as Business Management from the University California Irvine and a Master of Business Administration from California State University, Northridge. She currently holds FINRA Series 7, 24, and 66 licenses in addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner.

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